StockDriftsStockDriftsTop 50 Courage Miller Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.44% | 1.73M | $50.9M | -0.23%(-3.98K) | $8.89(+243.60%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.98% | 1.23M | $34.0M | -1.06%(-13.10K) | $15.72(+79.86%) | 2026-06-30 | |
| ISTB | ISHARES TR | 7.57% | 594.3K | $28.7M | +4.28%(+24.41K) | $49.71(-3.46%) | 2026-06-30 | |
| IGSB | ISHARES TR | 6.44% | 465.8K | $24.4M | +4.14%(+18.51K) | $52.44(-0.67%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 5.42% | 850.9K | $20.5M | +3.76%(+30.82K) | $24.94(-3.52%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.08% | 262.1K | $19.2M | +3.63%(+9.18K) | $72.20(+0.12%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 4.43% | 455.3K | $16.8M | -1.05%(-4.84K) | $18.21(+97.87%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.92% | 468.3K | $14.8M | -0.24%(-1.14K) | $15.74(+117.78%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.48% | 62.1K | $13.2M | +1.46%(+893) | $152.23(+45.05%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.42% | 358.5K | $13.0M | -1.57%(-5.71K) | $17.01(+104.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.96% | +36.60% | +4.32% | +23.54% |
| Top 20 Holdings Unweighted | +10.54% | +35.06% | +3.68% | +19.81% |
Courage Miller Partners, LLC reports $379.01M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (13.4%), SCHF (9.0%) and ISTB (7.6%). The top 20 holdings account for 83.13% of reported assets. Its disclosed equity book has returned +36.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Courage Miller Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1482106). View Courage Miller Partners, LLC’s 13F filings on SEC